Available after your initial 1 year Atelier engagement.
Once your finances are dialed in, you’re ready for maintenance mode. For $199/mo., you get the following:
- Two 1-on-1 check in meetings
- Reserve access to a powerful suite of financial planning, investing, and cash flow tools
- Secure cloud storage for your important documents
- Quarterly progress reports
- Tax season priority and a $150 discount on your taxes
- Priority registration for Happy Hour
- 1-on-1 consultations at $375/hr
Remain on your Atelier-level monthly plan if you would like ongoing guidance, free on-demand consultations, quarterly meetings, and proactive investment monitoring.
*Prices updated yearly